SourcingSourcing

FORTY THREE EIGHTEEN ADVISORS, LLC

A72
CRD 157712·SEC 801-129865·BENTONVILLE, AR
AUM
$167.8M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$504K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FORTY THREE EIGHTEEN ADVISORS, LLC
CRD
157712
SEC file #
801-129865
EIN
451555295
DBA names
—

Economics

AUM
$167.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$146.6M → $167.8M▲ +15%
Client mix
Individuals High Net Worth25
Individuals Other20
Pension Profit Sharing Plans5
Charitable Organizations1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
BENTONVILLE AR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesPerformance-based fees

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
4318advisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PARKS, JACK, MELTON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
PARKS, JACK, MELTON
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
4318ADVISORS.COM
Rdap Domain Creation Date
2011-04-15T17:22:47Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002116323
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-03-17
Edgar Last Filing Date
2026-05-06
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-06
Accession0002116323-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1202 NE MCCLAIN RDBENTONVILLE, AR 72712
Business
1202 NE MCCLAIN RDBENTONVILLE, AR 72712
Edgar EIN
451555295
Edgar Recent Filings
13F-HR2026-05-06 · 0002116323-26-000002
13F-HR2026-03-17 · 0002116323-26-000001
Firm Has Custody
No
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2027-04-15T17:22:47Z
Rdap Domain Last Changed
2025-04-16T14:00:44Z
Rdap Nameservers
Ns71.domaincontrol.comNs72.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1767912
Trust Company Affiliate
No

People (1)

1
PARKS, JACK, MELTON
IAR · Direct Owner · 87.5%
1767912